| Performance |
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In building our core equity portfolio, the objective is to outperform the S&P 500 Index or the Wilshire 5000 Index by 100-200 basis points (1% to 2%) net of fees on an annualized basis over a three- to five-year period with 20% less volatility than such indexes during the period. We report to different external
investment databases, including Nelson Investments and Mobius
M Search Managers Database. To receive a complete list and description
of STMM’s composites, and/or a presentation that adheres
to the GIPS® standards, contact Alyssa Torres, 210.824.8916,
and/or atorres@stmmltd.com.
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